Overview
Assets Under Management: $123 million
Headquarters: SAVANNAH, GA
High-Net-Worth Clients: 9
Average Client Assets: $11.7 million
Frequently Asked Questions
WASSAW SOUND MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299164), WASSAW SOUND MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WASSAW SOUND MANAGEMENT, LLC is headquartered in SAVANNAH, GA.
WASSAW SOUND MANAGEMENT, LLC serves 9 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, WASSAW SOUND MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WASSAW SOUND MANAGEMENT, LLC manages $123 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, WASSAW SOUND MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.57%
Average Client Assets: $11.7 million
Total Client Accounts: 15
Discretionary Accounts: 15
Regulatory Filings
CRD Number: 299164
Filing ID: 2069277
Last Filing Date: 2026-03-11 14:11:31